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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,111 | $158,852-63.4% | $121,220-52.1% | $135,379-57.1% |
| Participation rate | 82.6% | 79.3%+3.3pp | 71.8%+10.8pp | 82.6%0pp |
| Annual return | -8.66% | -0.64%-8.0pp | 16.94%-25.6pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,640 | $5,666-71.1% | $4,023-59.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,383 | $4,006-15.6% | $3,345+1.1% | $5,609-39.7% |
| Admin fee / account holder | $500 | $6,515-92.3% | $5,021-90.0% | $10,828-95.4% |